Toggle nav

Trust Management & Estate Services

Wealth Transfer Solutions

You want control of your future, to pass down a legacy and provide for the people you care about. PNC Wealth Management® can help make it happen with experienced trust and estate administration, wealth and estate services, objective guidance and creative thinking. 

Call Us Now

M-F: 7am to 10pm ET
Sat & Sun: 8am to 5pm ET

888-762-6226

Let's Talk

Fill out this simple form and we will get in touch with you.

Contact Us

Our Approach

Serving as a fiduciary for you and your family, PNC Wealth Management is known for administering complex estates, multi-generational trusts, and providing asset management services. As a Trustee, PNC Bank brings an extensive array of professional advisors to address all aspects of the management and administration of a trust, in compliance with the terms of the governing document and the decedent’s wishes. When administering an estate, PNC’s professionals help reduce burdens on family members and provide objectivity, privacy, and efficiency in the estate settlement process.

Transfer Your Wealth & Leave a Legacy

Wealth strategy plays an important role in safeguarding your family or business, avoiding unnecessary taxes, and ensuring that your legacy will continue. Our PNC Fiduciary Advisors and your PNC Wealth Strategist will partner with your attorney and tax planner to design and execute customized plans that can help you achieve a careful balance of control and flexibility, shaping your family’s future while responding to its changing needs. Your PNC Advisors can assist you with:

  • Evaluating insurance needs
  • Protecting your assets
  • Planning for taxes
  • Transferring wealth and gifting
  • Developing a business succession plan

Our Solutions

Experience in Implementing Trust Solutions

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or looking for a way to safeguard personal and professional assets from liability, your PNC Fiduciary Advisors will work with your attorney, accountant and other outside advisors, as well as a PNC Wealth Strategist to provide advice and help to implement an appropriate trust strategy to meet your specific needs, including:

  • Asset Protection Trusts
  • Dynasty Trusts
  • Revocable or Irrevocable Trusts
  • Charitable Remainder Trusts
  • Custody Services
  • Estate Settlement Services

Comprehensive Trust & Estate Services

As a national bank, PNC can administer trusts and estates in all jurisdictions. Additionally, we offer a range of creative and flexible trust solutions through our PNC Delaware Trust Company and PNC Ohio Trust Company, including Asset Protection Trust and Dynasty Trust Services. Working with clients and professional advisors throughout the United States, we can help you and your family achieve many important financial goals during your lifetime and secure a legacy for your descendants. No matter what state you reside in, the following trusts are available to you:    

  • Delaware Asset Protection Trusts
  • Directed Trust Planning Services
  • Ohio Asset Protection Trusts
  • Dynasty Trusts

Case Studies

Multi-generational family spending time together

I want to create a trust for my family through the PNC Ohio Trust Company, but I am concerned about the tax implications that come with gifting.

Find out how we can help »

 

Woman consulting with financial advisor

I want to be prepared for the unexpected.

Find out how we can help »

Couple has discussion with young adult daughter

Our children and grandchildren feel uncomfortable discussing our estate plan - how can we approach this sensitive topic?

Find out how we can help »

 

Woman listens attentively to advisor

Am I at risk of losing it all? I can't afford to start over.

Find out how we can help »

Family spending time together in living room

My family does not know the extent of my wealth. I would like to start a trust for them and I don’t know where to begin.

Find out how we can help »

Putting You First

Our Commitment. Your Legacy.

Earning the privilege to be your trusted advisor is not something we take lightly. So no matter where you are in life, we are committed to helping you make decisions today that will shape the future you want tomorrow.

Start the Conversation

Insights to Guide Your Path

Transferring Family Wealth

Gift Planning: The Case for Using Debt to Transfer Wealth

A securities-based loan may be an effective tool in transferring wealth to future generations, often in a tax advantaged way.

3 min read

Transferring Family Wealth

A Window of Opportunity: Taking Advantage of Low Interest Rates

When developing your family’s wealth transfer strategy, always consider how low interest rates can make a number of strategies even more effective.

5 min read

Transferring Family Wealth

Strategies to Help Your Heirs Enjoy More of Their Inheritance: Basis Planning

Basis planning may help lower capital gains taxes on assets you leave to your heirs—ultimately making it possible for them to enjoy more of their inheritance.

6 min read

Browse More Articles

PNC Wealth Management® Contact Form

Let's Talk!

Thank you for your interest. Please fill out and submit this form or call us to request an appointment with a PNC wealth professional at a time that’s convenient for you.

All fields required.

Are you an existing PNC Wealth Management client?

My goals are:

Wealth Strategy consists of Family Wealth Transfer, Retirement Planning, Family Governance & Education, Risk Management, Strategic Philanthropy, Family & Business Continuity and Succession, Corporate Executives and Modern Family.


Investment Management will take time to understand your special needs, time horizons, goals and how much risk you’re willing to assume to get there.


Trust and Estate Services can help implement an appropriate trust strategy to meet your specific needs including Revocable or Irrevocable Trusts, Estate Settlement Services, Charitable Remainder Trusts, Asset Protection Trusts, Dynasty Trusts, and Custody Services.


Private Banking Services helps you understand your short-term needs and long-term financial goals whether it’s for a personal line of credit, second mortgage for a vacation property or help with other sophisticated lending solutions.


Hawthorn is a premier provider of integrated financial services to families of very significant wealth.


Institutional Asset Management guides institutional clients utilizing service centered culture, deep client knowledge, effective communication, and an empowered service team.



Related Resources

Important Legal Disclosures and Information

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRAand SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”).

“PNC Wealth Management” and “PNC Wealth Insight” are registered service marks of The PNC Financial Services Group, Inc.

Important Information about Procedures for Opening a New Account 
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.

The PNC Financial Services Group, Inc. All rights reserved.